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Microsoft Integration

Learn how to connect your Microsoft account to Ploy to identify SaaS usage across your organisation

Jacob Prime avatar
Written by Jacob Prime
Updated over a month ago

Follow the steps below to integrate your Microsoft account with Ploy in seconds.

  1. Navigate to Ploy's integration page in your Ploy account: https://app.joinploy.com/integrations

  2. Click "Add" on the Microsoft integration widget

  3. Enter your Microsoft Tenant domain. This is your primary domain located here.

  4. Decide whether you want Ploy to scan for receipts as part of the detection engine, this can help identify Shadow Spend if personal cards can be used within the business as well as help retrieve invoices automatically

    1. Select "Yes" to scan for receipts (recommended)

    2. Select "No" to disable this

  5. Click Authenticate and follow the Microsoft authentication, be sure to authenticate with your admin account, this doesn't have the be the same as the account you signed up / logged in to Ploy with

  6. Name the connection something useful e.g. Ploy Microsoft Integration

  7. Click Test

  8. Click Save

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